Kenneth Zannoni is a CFP-designated registered investment advisor at Cw Advisors, LLC, based in Boston, MA, with 22 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,296 clients with $9.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CW Advisors generally charges a percentage of the assets they manage for investment management services. The fee typically ranges from 0.50% to 1.50% annually. Clients may also be responsible for fees charged by investment managers they contract with. Fees may vary based on account size, complexity, and investment strategies employed.
Location
155 Seaport Blvd, 3rd Floor, Boston, MA, 02210
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business Activities
Kenneth is a member of the Investor Advisory Council for Alumni Ventures, a venture capital company, since 2020. He spends minimal time discussing and working to improve the venture's investing.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Congress Wealth Management LLC
Strategic Advisers, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.